TransUnion (NYSE:TRU) Price Target Cut to $77.00 by Analysts at The Goldman Sachs Group

TransUnion (NYSE:TRU) had its price target reduced by stock analysts at The Goldman Sachs Group from $89.00 to $77.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The brokerage currently has a “neutral” rating on the business services provider’s stock. The Goldman Sachs Group’s target price would indicate a potential upside of 16.51% from the stock’s previous close.

Several other equities research analysts also recently weighed in on TRU. Barclays upped their price objective on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Stifel Nicolaus upped their price target on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Griffin Securities set a $98.00 target price on TransUnion in a research report on Wednesday, July 29th. Finally, UBS Group lowered their price target on TransUnion from $82.00 to $80.00 and set a “neutral” rating on the stock in a research report on Thursday. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.25.

TransUnion Stock Performance

Shares of TRU stock opened at $66.09 on Tuesday. TransUnion has a 12-month low of $63.37 and a 12-month high of $89.12. The firm has a market capitalization of $12.66 billion, a price-to-earnings ratio of 17.44, a price-to-earnings-growth ratio of 1.14 and a beta of 1.54. The business has a 50 day simple moving average of $78.83 and a 200 day simple moving average of $73.88. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the previous year, the business earned $1.08 EPS. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, equities research analysts anticipate that TransUnion will post 4.23 EPS for the current year.

Insider Activity at TransUnion

In other news, EVP Mohamed Abdelsadek sold 1,250 shares of TransUnion stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $79.07, for a total value of $98,837.50. Following the transaction, the executive vice president directly owned 53,431 shares of the company’s stock, valued at $4,224,789.17. This trade represents a 2.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the sale, the insider directly owned 55,764 shares of the company’s stock, valued at approximately $4,707,596.88. This represents a 1.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 73,697 shares of company stock worth $5,861,807. 0.37% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TRU. Northwestern Mutual Wealth Management Co. grew its position in shares of TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock valued at $86,000 after purchasing an additional 132 shares during the last quarter. Global Retirement Partners LLC grew its holdings in TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after buying an additional 143 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its position in TransUnion by 14.7% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock worth $82,000 after buying an additional 152 shares during the period. CIBC Asset Management Inc boosted its position in shares of TransUnion by 2.2% in the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after acquiring an additional 182 shares during the period. Finally, Raiffeisen Bank International AG increased its position in TransUnion by 2.0% during the second quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider’s stock worth $680,000 after acquiring an additional 187 shares during the period.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.